Call (561) 210-7887 to schedule a no-obligation portfolio risk analysis and holistic planning consultation with Jon Ulin, CFP®, Managing Principal and founder of Ulin & Co. Wealth Management serving clients in South Florida and nationwide (est. 2002). Feel confident about your wealth. Plan Your Best Life® to help achieve financial security and a lasting legacy. Meetings can be held at our office or by zoom. It’s never too late to take the first step or to get a second opinion. We look forward to talking with you soon. All questions will be answered!
“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb
Meeting Request
ABOUT US
Call (561) 210-7887 to schedule a no-obligation portfolio risk analysis and holistic planning consultation with Jon Ulin, CFP®, Managing Principal and founder of Ulin & Co. Wealth Management serving clients in South Florida and nationwide (est. 2002). Feel confident about your wealth. Plan Your Best Life® to help achieve financial security and a lasting legacy. Meetings can be held at our office or by zoom. It’s never too late to take the first step or to get a second opinion. We look forward to talking with you soon. All questions will be answered!
“If you want to go fast, go alone. If you want to go far, go together.” —African Proverb
Meeting Request
ABOUT US
Ulin & Co. Wealth Management is a trusted, independent advisory firm serving successful individuals, multi-generational families, retirees, entrepreneurs and business owners for over two decades. We serve as your personal “CFO” and advocate by providing fee-based portfolio management and comprehensive financial planning expertise, which includes retirement income, asset protection, tax, insurance, health care and estate planning strategies.
As a fiduciary, Ulin & Co. brings an independent approach to wealth management that helps minimize conflicts of interest. We partner with Charles Schwab and Fidelity to provide dynamic service in asset custody and management.
Founded on traditional values, our boutique firm works as hard to build trust and long-lasting relationships with our clients as we do to manage and conserve wealth. We have established a reputation for accountability and clarity, and truly treat you like family. Our team is available 24/7 for our client’s questions and service needs – while providing monthly calls and quarterly review meetings. Our clients also benefit from our weekly newsletters along with quarterly client events.
Learn More: CV’s/ About Us Family Office
ADVANTAGES OF WORKING WITH OUR FIRM
Many independent advisory firms are owned by the individual advisors who run them, so they forge personal relationships with their clients. The following areas can help add trust, confidence and value when working with an independent advisor and firm.
Can your broker provide all the following value propositions? The stakes are too high to accept anything less.
- Independent SEC Registered Investment Advisor (RIA) firm affiliate
- Recognized CERTIFIED FINANCIAL PLANNER™ professional
- Multi-Family Office team with NewEdge Wealth
- Multi-custodial firm with Charles Schwab and Fidelity Investments.
- Your money is held by an independent custodian, not the advisor firm.
- Customized guidance based on your entire financial picture
- A fee management structure that is simple to understand
- A relationship that’s responsive, attentive, and personal
- A fiduciary focus, putting your interests first
Powered by NewEdge Advisors: Ulin & Co partners with NewEdge advisors, a part of NewEdge Capital Group that is a Barron’s Top 100 RIA Firm and Forbes’ America’s Top RIA Firm** supporting over 300 independent advisors. The company is a division of EdgeCo Holdings, LP, which collectively services over $170B through various business lines and family offices.**
LIFE EVENTS
When life happens, we can help you make important decisions for events including 401(K) rollovers, job change, women & wealth, divorce planning, domestic partnerships, college planning, inheritances, settlements, social security, legacy, health care and long term care planning to name a few. Learn more: Life Events
FAMILY OFFICE
For national business founders, entrepreneurs, endowments and athletes, our private client group offers exclusive multi-family office and institutional services along with bespoke asset management strategies. We deliver expertise tailored to navigate the complexities of substantial wealth. Learn more: Family Office.
BUSINESS CENTER
Our firm provides small businesses, corporations and organizations with customized planning advice, combined with access to a robust platform of turn-key retirement plan, insurance and investing products and solutions for business owners, key employees and employee benefits programs. Learn more: Business Center.
Financial Guides
1 Top 13 Questions When Selecting a Financial Advisor
2 Why You Need a Financial Advisor: Five Tips for Finding the Right One
3. The Power of Financial Advisor Partnerships
**Barron’s rankings awarded in September 2024 based on prior 12-month data. Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24. NewEdge Capital Group is the award recipient. Ulin & Co. and NewEdge Capital Group, LLC are not affiliated entities. Learn More.